Filed March 12, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $432,684 |
MONETA GROUP LLC2+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $56,943 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $52,989 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $13,800 |
GREENSFELDER, HEMKE & GALE, P.C.2+ years Filed as: GREENSFELDER, HEMKER & GALE, P.C. Service code 29 · EIN 43-1313567 | Legal | $13,509 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,497 | $80,211+2.8% | $74,183+11.2% | $63,975+29.0% |
| Participation rate | 95.8% | 84.2%+11.6pp | 76.6%+19.2pp | 71.1%+24.6pp |
| Annual return | 8.96% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,808 | $2,553+10.0% | $2,370+18.5% | $2,182+28.7% |
| Participant deferral / active EE | $4,765 | $4,370+9.0% | $3,550+34.2% | $3,356+42.0% |
| Admin fee / account holder | $109 | $67+62.6% | $5,586-98.0% | $70+55.1% |